Richard Cather is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment management for executives, professionals, and business owners, providing personalized consultation to clients who may lack the time or resources to manage their own investments. Richard’s approach begins with establishing clear financial objectives, such as planning for a secure retirement, followed by developing strategies that consider risk and time frame. He recommends investments for client approval and oversees ongoing portfolio review and adjustments as needed. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Texas Christian University. In addition to his professional responsibilities, Richard is engaged in community service, reflecting the Merrill tradition of volunteering and participating in local organizations.

Matthew Ruppe Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Ryan is a financial advisor at Merrill Lynch Wealth Management, holding the position of FSA. He serves clients as a Personal Investment Advisor (PIA), focusing on developing strategies to help individuals and families pursue their financial goals. William's approach centers on understanding what matters most to his clients to tailor financial plans accordingly. He earned his Bachelor's Degree from the Texas AandM University System. William's work at Merrill Lynch Wealth Management involves applying his expertise to provide personalized investment advice and wealth management solutions.

James Crouch is a financial advisor with Primerica Advisors in Irving, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and was previously affiliated with Texas LawShield. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business focused on firearm training. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee investment solution rather than institutional plan management.

Mark Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that are responsive to changing market conditions and aligned with their financial goals. Mark holds a Bachelor's Degree from the University of Texas System and has earned the Professional Investment Advisor (PIA) designation. He emphasizes building strong client relationships to provide tailored financial advice that supports long-term success. Outside of his professional work, Mark enjoys a variety of activities including baseball, fishing, football, golfing, hunting, pickleball, skiing, tennis, traveling, and spending time with his family.

Rebecca Martin is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Insurance Agency, and Intuit TurboTax Live. Martin is the president of the Dallas-Fort Worth chapter of the Texas Society of Enrolled Agents, where she oversees chapter operations and advocacy initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sydney Skrobot is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, Skrobot spent ten years in full-time education and held positions at Culver Academies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and integrated operational structures.

Steven Dunn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Based in Fort Worth, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Storer is a Series 66 credentialed advisor with Merrill in Fort Worth, TX. He has held positions at Merrill since 2026 and has experience with Northwestern Mutual Investment Services LLC and Bank of America, N.A. prior to joining Merrill. Storer also has a background that includes roles in education and consulting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America enables access to a broad range of financial products and services beyond traditional investment management.

Ricardo Lira is a CFP® professional with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at TMX Finance for five years. Lira is based in Fort Worth, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Paul Brewer is a financial advisor with Edward Jones in Keller, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in various roles including positions at Texas Card House and Poker House of Dallas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Stevenson is the Market Leader at Fidelity Investments, where he leads a team of financial professionals and branch leaders. In this role, he oversees the implementation of resources and strategies provided by Fidelity to deliver a comprehensive experience for clients. He has held several leadership positions at Fidelity Investments, including Vice President Market Leader since 2017. Prior to this, he served as Vice President Senior Branch Leader from 2011 to 2017, Vice President Branch Leader from 2005 to 2011, Assistant Branch Leader in 2005, and Proactive Sales Leader from 2001 to 2005. Outside of his professional responsibilities, James has interests in cooking and baking, fitness, food, football, movies, and scuba diving.

Jimmy Pannell is a financial advisor with LPL Financial in Fort Worth, TX, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for five years before joining LPL Financial in 2020. Outside of his advisory work, he owns an event planning and venue business and serves on the Corsicana City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paul Linville is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Norman is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with Edward Jones in Fort Worth, TX since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Elsie Bohn is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Raymond James, she worked in education and the restaurant industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional investors, and municipal entities, with specialized programs for small businesses and a notable presence in public finance.

Jason Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their personal financial goals and develop strategies aimed at achieving these objectives across short-term, mid-term, and long-term horizons. His services include general investing, retirement planning, and preparing for unforeseen financial needs. In addition, he provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jason holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Texas.

Katherine Rogers is a CFP®-certified financial advisor with 17 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. She previously worked at Securities America in various capacities from 2010 to 2017. In addition to her advisory role, she operates as an independent insurance agent through multiple entities in Fort Worth, TX. Cambridge Investment Research Advisors serves a broad client base, including individuals across wealth levels, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm provides multiple portfolio management approaches via a large network of independent Financial Professionals, with offerings that include proprietary and third-party model strategies.

Debra Jones is a financial advisor with Wells Fargo Clearing in Arlington, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo in various capacities since 2004, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.